AI Architect

About Your Tax Coach

Your Tax Coach is a boutique, strategy\-first tax firm helping business owners reduce taxes, increase profitability, and build long\-term wealth.

We are building an AI\-first firm across:

• Client experience
• Tax strategy
• Tax preparation
• Bookkeeping
• Administrative
• Marketing
• Social media
• Launches

This role exists to turn our internal knowledge and processes into scalable AI\-powered systems and improve how we communicate that value externally.

The Role

This role is responsible for building AI systems that improve how our team operates, accesses information, and communicates with clients.

You will:

• Build internal AI tools and knowledge systems
• Automate workflows across departments
• Support content, messaging, and client communication systems
• Create external AI tools that can help our clients success

What You’ll Do:

Build Our Internal AI Brain (Top Priority)

• Build a centralized, AI\-powered system that allows the team to:
• Search internal SOPs
• Access tax strategies and guidance
• Retrieve documentation quickly and accurately
• Take existing:
• SOPs
• Strategy guides
• Internal documentation
• and turn them into:
• Searchable AI tools
• Structured knowledge systems
• Prompt\-driven internal assistants
• Ensure the system is:
• Easy to use
• Accurate
• Continuously improving

Bookkeeping Automation

• Build AI\-assisted systems to:
• Automate transaction categorization
• Improve data entry workflows
• Reduce manual cleanup work
• Work alongside the bookkeeping team to:
• Translate their processes into automation
• Improve efficiency without changing accounting logic
• Integrate with tools such as QuickBooks Online

Client Experience \& Retention Systems

• Build systems that clearly show clients the value they are receiving

This includes:

• Automating:
• Client summaries
• Value\-based communication (tax savings, financial impact)
• Supporting development of client dashboards that display:
• Tax savings
• Financial progress
• Net worth trends
• Ensuring outputs are:
• Clear
• Accurate
• Easy for clients to understand

Creative \& Content Systems

• Build systems that scale the firm’s content and messaging

This includes:

• Supporting:
• Social media content
• Email newsletters
• Campaigns and promotions
• Using AI to:
• Turn tax strategies into clear, engaging content
• Create repeatable templates
• Maintain consistent voice and messaging
• Assist with:
• Copywriting
• Messaging refinement
• Content workflows

This is not just automation — this is about bringing ideas to life creatively using AI.

AI Tools \& Automations

• Build tools that:
• Generate client recaps and summaries
• Support internal workflows
• Reduce administrative work
• Build automations using tools such as:
• Zapier
• Make
• n8n
• API\-based workflows
• Connect systems such as:
• CRM
• Client portal
• Accounting software

Proactive Execution

• Identify opportunities to:
• Reduce manual work
• Improve efficiency
• Enhance client experience
• Bring ideas forward and execute with direction

What You Need to Know

• Experience using AI tools such as:
• ChatGPT
• Claude
• Perplexity
• Replit (or similar build tools)
• Other AI or automation platforms
• Ability to:
• Build workflows and automations
• Structure information into usable systems
• Translate processes into scalable solutions
• Strong understanding of:
• Systems thinking
• Process improvement
• Content and messaging
• Comfortable working alongside:
• Tax professionals
• Bookkeeping teams
• Operations

Bonus Points

• Experience in tax, accounting, or bookkeeping environments
• Familiarity with:
• QuickBooks Online
• CRM systems
• Data and dashboard tools
• Experience building:
• Knowledge bases
• Internal AI tools
• Dashboards or reporting systems

What We’ll Likely Use You For

• Building:
• Internal AI Brain (SOP \+ strategy search system)
• Bookkeeping automations
• Client dashboards and reporting tools
• Internal workflow tools
• Supporting:
• Content creation and messaging systems
• Client communication workflows
• Improving:
• Efficiency across teams
• Visibility of client results
• Consistency in how we communicate value

KPIsFirst 90 Days

• Build:
• Initial version of Internal AI Brain (searchable SOP \+ strategy system)
• Bookkeeping automation for data entry/categorization
• At least one internal AI tool used by the team
• Improve:
• Access to internal knowledge
• Efficiency of key workflows

6 Months

• Expand and refine Internal AI Brain
• Reduce manual bookkeeping workload through automation
• Support rollout of client dashboards
• Improve content and communication systems
• Achieve strong adoption of AI tools internally

How We Evaluate

We care about:

• What you’ve built
• Your ability to execute and improve systems
• Your ability to turn ideas into usable tools

Important Note

This role is focused on execution and systems.

You will:

• Build tools and automations that support our teams
• Improve how work gets done
• Help scale existing processes

You will not be responsible for:

• Creating tax strategies
• Defining accounting policies
• Making operational decisions

Why This Role Matters

This position directly impacts:

• Operational efficiency through automation and improved workflows
• Team productivity by reducing repetitive tasks and improving access to information
• Client experience through clearer communication and reporting
• Scalability by building systems that support growth without increasing manual workload

The long\-term goal is to build a scalable infrastructure that allows the company to grow efficiently while maintaining high\-quality service and strong client experience.

Pay: From $80,000\.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Work Location: Remote